-6.9%
ARKK vs DOC
+22.2%
-29.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | -4.0% | +4.3% | -8.4% | -4.6% |
| 30D | -14.0% | +9.2% | -23.1% | -15.3% |
| 3M | -4.2% | -0.8% | -3.3% | -3.7% |
| 6M | -2.6% | +7.1% | -9.7% | -4.1% |
| YTD | +0.2% | +34.0% | -33.7% | -5.8% |
| 1Y | -6.9% | +23.2% | -30.1% | -12.7% |
| All | -6.9% | +22.2% | -29.2% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling